About Me – Tonia Perry

I never imagined I’d go from counting pills in a pharmacy to helping people build financial security—but looking back, my journey makes perfect sense.

For 15 years, I worked as a Certified Pharmacy Technician and Care Coordinator, guiding patients through the maze of insurance approvals, denials, and unexpected medical costs. I saw firsthand how confusing, frustrating, and overwhelming financial decisions could be—especially for families, seniors, and small business owners trying to balance it all.

At the same time, I was on my own financial journey—navigating life as a former teen mom, working my way up from poverty to stability. I learned that financial security isn’t just about numbers—it’s about peace of mind, protecting loved ones, and creating choices for the future.

That’s why I became a life insurance agent and tax professional—to help others take control of their finances without pressure, gimmicks, or confusing sales tactics.

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From Pharmacy Tech to Financial Guide – My Journey to Helping Others

Why I Do This Work

I know what it’s like to feel stuck, unsure of where to start, and worried about making the wrong financial decision.

💡 I’ve been there—facing financial struggles as a young mom, wondering how to afford rent, daycare, and unexpected bills all at once.
💡 I’ve seen it—working with patients who couldn’t afford their medications because of insurance gaps.
💡 I’ve learned—through years of experience in insurance, finance, and tax planning, how to help people make smart, informed choices without the stress.

Now, I help millennial parents, entrepreneurs, and individuals find the right life insurance coverage, tax strategies, and financial plans that work for their goals and budget.

Because financial freedom isn’t about having millions—it’s about having options and peace of mind.

How I Can Help You

Life Insurance – Protect What Matters Most

✅ Term Life Insurance – Affordable protection for your family’s future
✅ Whole Life Insurance – Lifetime coverage with cash value benefits
✅ Final Expense Insurance – Peace of mind for seniors and their families
✅ LGBTQ+ Friendly Policies – Inclusive, supportive, and tailored coverage

🔹 No pushy sales talk—just honest advice on what fits your needs.

📅 [Find the Right Life Insurance Policy]

Tax Preparation & Planning – Keep More of What You Earn

✅ Small Business & Side Hustle Tax Planning – Maximize deductions & reduce tax stress
✅ Personal Tax Preparation – Easy, no-surprise filing for individuals & families
✅ Protect & Prosper Package – Bundle tax services with life insurance for savings
✅ Audit Assistance & Year-Round Support – More than just tax season help

📊 [Get Help with Your Taxes]

✔ No Pressure, No Gimmicks – I educate, not sell. You make the best choice for YOU.
✔ A Personal, Empathetic Approach – I’ve been where you are, and I genuinely care.
✔ 15+ Years of Experience in Insurance & Finance – Deep knowledge, real solutions.
✔ A Focus on Real Financial Freedom – Not just products, but smart financial habits for life.
✔ Giving Back – A portion of my earnings goes toward community support initiatives.

Let’s Build Your Financial Future—Together.

I’d love to help you secure your family’s future, reduce financial stress, and create more freedom in your life.

📅 Book a Free Consultation
📧 Email: Strive.tonia@gmail.com
📱 Text: 216-800-7303

💡 No pressure, just clarity. Let’s talk!